+24.4%
VZ vs TE
-53.0%
+77.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.2% | -0.9% |
| 7D | +0.1% | -4.0% | +4.0% | 0.0% |
| 30D | +7.9% | -15.9% | +23.8% | +7.7% |
| 3M | +13.6% | -60.5% | +74.2% | +13.0% |
| 6M | +1.1% | -35.2% | +36.3% | +1.0% |
| YTD | +29.3% | -31.1% | +60.4% | +29.1% |
| 1Y | +21.2% | +148.6% | -127.4% | +20.7% |
| 3Y | +75.9% | -26.4% | +102.3% | +76.9% |
| 5Y | +24.1% | -48.0% | +72.1% | +25.1% |
| All | +24.4% | -53.0% | +77.4% | +30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded TE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling